北京四维图新科技股份有限公司 投资者关系活动记录表 | 绪识别）在智能座舱中广泛应用。算力需求激增，部 | | --- | | 分车型算力超 1000TOPS。同时行业转向算法优化和效 | | 用的深度挖掘而非单纯堆砌算力。 | | 3) 政策支持与法规完善，推动新的应用场景商业化加 | | 速。深圳、上海等多地通过立法允许 L3 车辆上路， | | 并牵头制定国际安全标准；智能网联汽车示范运营常 | | 态化，如上海发放 L4 级智能出租与货运运营证， | | robotaxi 运营的范围扩大势在必行；车路云协同逐渐 | | 形成数据闭环，北京、上海、重庆、无锡、深圳等多 | | 个城市启动车路云一体化试点；今年 6 月 ，工业和 | | 信息化部、中央网信办等八部委联合起草《汽车数据 | | 出境安全指引（2025 版）（征求意见稿）》发布， | | 相关以全球化为目标的车企的数据出境需求或将释 | | 放。 | | 2. 车厂在选择智能驾驶解决方案时，主要考虑哪些因 | | 素？这些考虑在新的监管环境下是否有变化。 | | 当前国内辅助驾驶方案提供商竞争激烈，渗透率增长迅 | | 速，中高阶辅助驾驶即将 ...

Group 1: Company Insights - Shenzhen Lingfeng Asset recently conducted research on the listed company Siwei Tuxin, highlighting the trend of intelligent driving equality becoming a key industry focus [1] - The company noted that mid-to-high-level assisted driving functions are gradually being integrated into lower-end models, establishing intelligent driving as a leading business segment [1] - Siwei Tuxin's data compliance business shows a clear growth trend, with AI-enhanced data loops aiding automakers in rapid algorithm iteration and optimization [1] Group 2: Product Development and Market Trends - The world model is being utilized for behavior prediction and trajectory generation, with productization aimed at OEMs and Tier 1 suppliers [1] - The company emphasized the need for intelligent driving orders to achieve certain sales volumes to realize economies of scale, alongside internal cost control and operational efficiency improvements positively impacting profitability [1] - The implementation of new national standards for two-wheeled vehicles is expected to create new market demands for Jiefa Technology's SoC cockpit products, aligning with leading automakers' overseas expansion needs [1] Group 3: Financial Projections and Growth - Jiefa Technology anticipates a revenue growth of over 12% in 2024, with an additional 3 million sets of basic driving point products and 600,000 sets of cockpit products expected to be secured by Q1 2025 [1] - The company is confident in achieving significant loss reduction by 2025, supported by the successful launch of its fifth-generation SoC product, the AC8025AE [1] - Jiefa Technology's automotive-grade MCU chip AC7870 has been successfully launched, meeting ISO 26262 ASIL-D functional safety standards, applicable across various scenarios [1]

Core Viewpoint - The company aims to significantly reduce losses in 2025, with a focus on improving performance across various business segments, particularly in data compliance and intelligent driving solutions. Group 1: Financial Performance and Projections - The company reported a loss of over 1 billion in 2024, primarily influenced by its subsidiary, Siwei Zhihui, and aims to achieve a substantial turnaround in 2025 [2][11]. - The company’s data compliance business has seen rapid growth, becoming a core pillar of the Zhiyun segment, with a revenue increase of 28.96% in 2024 [20][21]. - The company expects to achieve significant revenue growth in 2025, driven by new orders in intelligent driving products, with 300,000 basic driving products and 60,000 parking products already secured [36][67]. Group 2: Business Strategy and Market Position - The company is focusing on a comprehensive solution that integrates intelligent driving, intelligent cockpit, and chip development, aiming to enhance its competitive edge in the market [25][51]. - The company is actively pursuing partnerships and collaborations, including with Huawei for the development of high-precision maps and data compliance solutions [4][96]. - The company acknowledges the challenges posed by intense competition in the automotive industry and is adjusting its strategies to focus on core competencies and cost control [19][51]. Group 3: Operational Developments - The company has established a complete low-altitude economic solution through its subsidiary, Liufen Technology, and is actively pursuing project implementations in multiple cities [3]. - The company has received new orders from various clients, including Xiaopeng and Wuling, indicating a positive trend in its order book [4][6]. - The company is committed to enhancing its operational efficiency through cost control measures and optimizing its organizational structure [19][73]. Group 4: Market Challenges and Responses - The company faces significant challenges due to the competitive landscape and has experienced a decline in revenue in its intelligent driving segment, which decreased by 28.08% in 2024 [6][28]. - The company is implementing strategies to improve its market recognition and brand awareness, particularly in the context of its intelligent driving and high-precision mapping solutions [74][96]. - The company is aware of shareholder concerns regarding stock performance and is taking steps to improve communication and transparency regarding its business developments [45][71].